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Rethink. Financial Advice Podcast: Relatability as a Growth Strategy featuring JR Gondeck
“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The...
The Week in Digital Wealth (9/20/22)
By Christopher Robbins
It was a wild week in financial markets, and a wild week in digital wealth....
The Week in Digital Wealth (8/10/22)
By Christopher Robbins
Though we have no new financially related SpongeBob SquarePants news, this week in digital wealth...
Advisor Tech Talk (7/5/22)
By Christopher Robbins
A belated happy Independence Day!
There’s nothing like...
The Week in Digital Wealth (6/7/22)
Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.
Publisher Notes For 5/31/22
Friends, we hope you enjoyed the long Memorial Day weekend! We have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing - market risk, communicating with LGBTQ+ Clients, dissecting the recent Terra USD stablecoin debacle, and so much more. READ UP!
Top 5 VC Deals of the Week in Digital Wealth (5/18/22)
Similar to last week, we're seeing our top deals come in at $200M-$250M again this week. Last...
Top 5 VC Deals of the Week in Digital Wealth (5/10/22)
Big money flowing into fintech this week, but the top deals are smaller. And by "smaller" we...
Top 5 VC Deals of the Week in Digital Wealth (5/3/22)
New trends are beginning to emerge in the fintech VC realm, foremost, the investment in NFT platforms and...
Top 5 VC Deals of the Week in Digital Wealth (4/19/22)
With Easter week and more spring vacations behind us, last week brought a bit of a slowdown in...